Password Manager & Security Tools Checklist for Small Businesses
Use this checklist to evaluate password managers and basic account-security tools for freelancers, small teams, client-service businesses, and growing companies.
Start with the comparison: Best Password Managers & Security Tools →
1. Inventory important accounts
- Business email
- Website and hosting
- Domain registrar
- Social media
- CRM and customer tools
- Accounting and payment services
- Cloud storage
- Marketing platforms
2. Check password-management features
- Secure password storage
- Password generation
- Autofill
- Search and organization
- Secure sharing
- Recovery options
3. Check team access
- Shared credentials
- User roles
- Permissions
- Adding and removing users
- Contractor access
- Access reviews
4. Check stronger authentication
- Multi-factor authentication
- Security keys where appropriate
- Authenticator-app support
- Administrative authentication policies
5. Check security documentation
- Encryption information
- Account recovery model
- Security documentation
- Independent assessments where available
- Incident and breach communication practices
6. Check device support
- Desktop
- Mobile
- Browser extensions
- Operating-system compatibility
- Synchronization
7. Create a simple access policy
Define who can access important accounts, how credentials are shared, how new staff are added, how access is removed, and who is responsible for recovery information. Keep the process simple enough that it is followed consistently.
8. Do not rely on one tool alone
A password manager can improve credential security, but it does not replace software updates, device security, backups, phishing awareness, account recovery planning, or other appropriate security controls.